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I have had one of my clients set up for automatic ACH payment every month, but for some reason it did not withdraw this month. When I went into look all their bank information was missing. When I try to set it up again it doesn't even give me the option to enter bank info when I select "ACH" as payment method. What in the world? Please help!
Thanks for posting in the thread, @jeffyg73. I'm here to get you pointed in the right direction for processing payments.
There haven't been other reports from other users of missing bank information. As a result, I recommend contacting the QuickBooks Payments team by phone or chat. This team can pull up your account in a secure environment and has specialized tools to assist with payment setup. You can find their contact information in the following link: Contact Payments Support.
In the meantime, I'm including an article with information on setting up a recurring ACH transaction: Set up a recurring sales receipt.
As always, I'm just a post away if I can be of additional assistance. Take care.
I figured it out! Make sure you have a customer selected. If you're just testing with a blank recurring template like I was, when you select "credit card" in the payment method it works as it should. But if you select "check" as the payment method, the "enter bank info" button will NOT appear until you select a customer. Then it will appear, so it made me think it was broke until I figured that out. I think that's a lot of the misunderstanding going on here. So it does work as of today, just make sure you enter the customer name and info first, then select check as the payment method.
You may not be open to using a third party Quickbooks integration, but if you're looking for automatic recurring billing from Quickbooks Desktop for ACH and Credit card there is a solution.
This platform allows you to use any merchant account. If you're still looking for help with this you can reply here.
@elaineyang No.. This will not be possible using Intuit Payments. You will have to use a specialized service to store the credit card information in compliance with PCI and allow you to engage manual transaction. ChargeBee and Authorized.net allow this and integrates with QuickBooks .
There is a special set up using thir party Apps. You may consider using help from a Solution Provider to draw a strategy tailored to your business workflow.
Is it possible to set up recurring payments to be applied to one invoice?
For example; one invoice in the amount of $2000. I would like to set up ten payments of $200 to be applied to the one invoice.
So far I only see the option to produce a new invoice(sales receipt) each time.
I hope this can be done! Thank you!
Hello, and welcome to the Community, ourjoyfullife.
Multiple payments that have been taken can be applied to an open invoice, so yes you can apply different recurring transactions from a customer to one bill.
If you use QuickBooks Payments, Intuit handles everything after a customer pays for their invoice. Each payment will be processed and categorized into it's correct account. In the event that you're not using merchant services with us, there isn't a way to set these records up for automatic syncing with invoices.
I've included an extensive article which covers more information about recurring transactions and how they work: Using recurring transactions in QBO
I'll be here to help if you have any other questions. Enjoy the rest of your day!
Hey ourjoyfullife,
You absolutely can using QB merchant services as ZackE mentioned, but there is also an easy option if you'd prefer to use your own merchant account. Bill & Pay has a payment plan feature that you can setup, or even enable as an option for customers to set. Payments are processed through your merchant account and synced with invoices automatically.
https://www.billandpay.com/payments.php
Anyone who would like to see this in action can reply here or contact me at telsenbaumer(at)axiapayments(dot)com.
So to verify, you do not select ACH as the payment method, rather you select check? Why?
I followed all the steps perfectly. I added the bank account information and all, but when the day came, nothing happened. My client was not charged and I did not receive any funds. What am I missing???
Hello @JonRuhi,
Since your customer isn't automatically charged even after following the discussion here, I'd recommend contacting our Merchant Services Team. They have the tools to pull up your account and investigate further the root cause of this unexpected behavior.
That being said, let me share with you this article for the steps in contacting our dedicated support depending on your QuickBooks product: Contact Payments Support.
Additionally, you can also browse for the content of this helpful article for references you can use while working with your payments account: QuickBooks Payments FAQ.
If there's anything else that I can help you with, please let me know in the comments below. Stay safe!
Thanks for joining this thread, bestwebsitedesig.
We can still choose and create a recurring sales receipt in QuickBooks Online. When you click New and the Select Transaction Type pop-up, tap the Transaction Type drop-down. You'll see the Sales receipt when you scroll down.
This is how it looks like:
You can also check these links for more details:
In addition, you'll want to perform some troubleshooting steps to see if this is a browser-related issue. Let's start by using an incognito window and create the recurring transaction from there. Here are some of the shortcut keys:
Also, let's clear the cache since it causes issues in QuickBooks Online. You'll want to make sure that the browser you're using is updated or use a different one.
I'll be here if you need anything else. Wishing you all the best!
Is there a charge for doing this?
Hello there, Building Manager.
There are no additional fees needed when you create recurring sales receipts. QuickBooks lets you schedule recurring sales receipts so you don't have to create one every time. You can follow the steps provided by my colleague @AlexV on how to record one. For more details about how we manage recurring sales receipts and process payments, you can use these articles:
I'm just here if you have other questions about your payments account. Take care and have a great day!
Hi Brainislav,
you posted:
I saw your comments regarding recurring ACH payments, did you ever find the answer to this?
Donna
Hello
Can you please provide the complete information to set up recurring ACH payments for clients?
You also state in a post that the steps are given by your colleague @PreciousB, but that is not shown anywhere and clicking on her name just leads to another rabbit hole.
Also I have called QBO support twice today and they have no idea.
I do not want to do recurring invoice or credit card payments, I want to process automatic ACH payments from their checking account. Hence, ACH. And this requires a signed authorization.
Please help.
Donna
Welcome to the QuickBooks Community, Dross and Cross. This isn't the type of feelings that I'd wish you to have, and we know how important to process automatic ACH payments from a customer's checking account. I also appreciate the troubleshooting steps you've done to fix the issue about your concern. I'll ensure you'll be able to set up ACH in QuickBooks Online for your customer's payments.
QuickBooks Online has already an option to process an ACH bank transfer for your customer’s sales receipt or invoice. That said, you can now process automatic ACH payments from a customer's checking account. Please know that you'll have to get your customer’s authorization so you can start accepting ACH payments right in your QuickBooks. Then, choose to save their bank info so you don’t have to re-enter it for future use.
To start with, choose the transaction to receive payment for. You can process a bank transfer payment now for an invoice or sales receipt or add your customer's bank details to a recurring sales receipt.
Here's how for Sales receipt or invoice:
For recurring sales receipts, please follow the steps below. Beforehand, please note that the sales receipt will process the ACH payment on its next scheduled charge date.
Once done, you can now enter your customer’s bank information. Follo these steps:
After that, you'll get the customer’s authorization before you save the information. Click the signed authorization link to print an authorization paper your customer can fill out and sign. Then, open this article to view additional details and how to complete the process: Process an ACH bank transfer from a customer.
Lastly, you may refer to this article to see various details on how the Sales page provides you with all the status of sales transactions like open and paid invoices: View sales transactions.
Please don't hesitate to post again in QuickBooks Community if you should have questions about ACH payments or anything else. Have a good one, Dross and Cross.
How do you have the CUSTOMER enter in their ACH information on the first invoice and agree to the recurring charges electronically? Just like they do for nearly every online service they sign up for.
Greetings, @bkreative.
Welcome to the Community! I can provide you with some insight into letting your customer enter their ACH information on the first invoice.
This would be beneficial to you and other users of QuickBooks. However, the person using the QBO account would need to type in the details for the customer.
Our Product Developers are considering improvements to the system. I recommend submitting feedback so they can review your request.
Look over our Blog site to see what's new in the product and the new updates.
Come back if you have any other questions or concerns. Wishing you and your business continued success!
I have a recurring sales receipt set up and on the second month, it says it is processed outside QuickBooks online and I need to create a sales receipt for it to make my books accurate. Do you have any idea why it says that and how to resolve it?
Hi, @ShielaAppgirl. I'd be glad to help you review the transaction and find out why you'll need to create a sales receipt.
To do this, go to the Audit log from the settings. Look for the sales receipt, and click to open.
From there, review the Deposit to field. If the payment was put into the Undeposited Funds, you'll need to create a bank deposit or manually change it.
If the payment was put into the bank, you don't need to create another transaction.
Follow these steps to create a bank deposit:
To change the Deposit to field manually, refer to the screenshot below.
You may also visit this article if you want to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Know that you can always get back to me if you have any other questions about your sales receipts. I'm always here to lend a hand. Keep safe and have a good one!
Yes, it is possible to set up a client to make automatic recurring monthly ACH payments through QuickBooks to your company. QuickBooks is a popular accounting software with QuickBooks advanced features that offers a variety of features for managing financial transactions, including the ability to set up automated payments.
To set up recurring monthly ACH payments through QuickBooks, you will need to follow these steps:
Verify that your company's bank account is set up for ACH payments: Before you can set up ACH payments in QuickBooks automatically, you will need to ensure that your company's bank account is set up to accept ACH payments. This may involve providing your bank with your company's ACH payment information, such as your bank's routing number and your account number.
Create a customer profile in QuickBooks: If your client is not already set up as a customer in QuickBooks, you will need to create a customer profile for them. This will involve entering their contact information, payment terms, and other relevant details.
Set up the recurring invoice: In QuickBooks, you can create a recurring invoice that will be automatically generated and sent to your client on a monthly basis. This invoice will specify the amount and due date of the payment, as well as any other relevant payment details. You can also customize the invoice template to include your company's branding and other relevant information.
Enable ACH payments for the customer: In the customer profile, you can specify that your client should make payments via ACH. You can enter their bank accounts information, such as their bank's routing number and their account number, in the customer profile. This information will be used by QuickBooks to process the ACH payments.
Set up the payment schedule: In the recurring invoice, you can specify the payment schedule, including the frequency (monthly), start date, and end date (if applicable) for the recurring ACH payments. You can also specify the payment method as ACH, and QuickBooks will automatically process the payments according to the schedule you set.
Obtain authorization from the client: Before setting up automated ACH payments, it is important to obtain authorization from your client. This may involve obtaining a signed authorization form or obtaining their consent via email or other written means. The authorization should clearly outline the terms of the recurring payments, including the amount, frequency, and duration of the payments.
Test the setup: After setting up the recurring ACH payments, it is recommended to test the setup to ensure that everything is working correctly. You can do this by processing a test payment and verifying that it is successfully processed and recorded in QuickBooks.
Once the setup is complete and tested, QuickBooks will automatically generate and send the recurring invoice to your client on the specified dates, and process the ACH payments according to the schedule you set. This will allow your client to make automatic recurring monthly ACH payments to your company, streamlining the payment process and helping to ensure timely and efficient payments.
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